2222 Chestnut Ave.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Professional
Jamie has been an integral part of the Rounsfull Financial Group team since 2002. She currently leads client services and support, but has previously helped the team in various roles as office manager, bookkeeper and administrative...
Client Relations Specialist
Kristy has been leading office services since 2008. She is considered the ultimate gatekeeper, helping others with any task and creating a calm, warm experience for all of their valued clients. She does her best to make each client and...
Bob has been the owner and leader of Rounsfull Financial Group since 1989. As a Certified Public Accountant and financial advisor, Bob helps his clients with everything from tax planning and business consulting to financial advisory...
Financial Services Business Manager
Tara serves as our Client Experience Specialist, acting as a concierge to our valued clients since 2017. She attended training at the then-1st Global headquarters in Dallas, TX in 2018 and then joined our Wealth Management team. Her...